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FLAGSHIP HARBOR ADVISORS, LLC: HQL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLAGSHIP HARBOR ADVISORS, LLC on HQL, newest first. How the timeline and the estimate are built.

FLAGSHIP HARBOR ADVISORS, LLC held 400,765 HQL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 400,765 shares
    Change vs previous 13F +18,048 shares

    0.31% of the 13F portfolio, value $8,019,293.

    13F-HR 0001691766-26-000006 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 382,717 shares
    Change vs previous 13F +19,336 shares

    0.27% of the 13F portfolio, value $6,226,798.

    13F-HR 0001691766-26-000004 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 363,381 shares
    Change vs previous 13F +6,257 shares

    0.29% of the 13F portfolio, value $6,097,550.

    13F-HR 0001691766-26-000003 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 357,124 shares
    Change vs previous 13F +15,165 shares

    0.24% of the 13F portfolio, value $5,539,006.

    13F-HR 0001691766-25-000007 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 341,959 shares
    Change vs previous 13F +1,082 shares

    0.21% of the 13F portfolio, value $4,380,497.

    13F-HR 0001691766-25-000006 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 340,877 shares
    Change vs previous 13F +90,436 shares

    0.23% of the 13F portfolio, value $4,325,723.

    13F-HR 0001691766-25-000002 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 250,441 shares
    Change vs previous 13F -62,502 shares

    0.17% of the 13F portfolio, value $3,285,790.

    13F-HR 0001691766-25-000001 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 312,943 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,719,172.

    13F-HR 0001691766-24-000003 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).